Alfa Laval AB
ALFA: XSTO (SWE)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| ><# | LOCK|^< | LOCK|>bv^vS |
Alfa Laval Earnings: Record Orders Strengthen the Thesis; Increase Fair Value Estimate to SEK 500
Alfa Laval delivered a record second-quarter order intake of SEK 22.2 billion, up 29% organically, led by Energy division data center demand. Adjusted EBITA margin fell to 17.0% from 17.8% as the mix shift weighed on profitability.
